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WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
-$89.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,706
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$12.4M
3
+$10.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$8.38M
5
IGF icon
iShares Global Infrastructure ETF
IGF
+$8.14M

Top Sells

1
+$5.97M
2
+$5.12M
3
+$4.75M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$3.81M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$2.09M

Sector Composition

1 Technology 9.91%
2 Financials 6.05%
3 Healthcare 5.35%
4 Industrials 3.46%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$6K ﹤0.01%
565
-41
1677
$6K ﹤0.01%
188
-57
1678
$6K ﹤0.01%
250
1679
$6K ﹤0.01%
396
+249
1680
$6K ﹤0.01%
119
-193
1681
$6K ﹤0.01%
65
+6
1682
$6K ﹤0.01%
49
+23
1683
$6K ﹤0.01%
173
1684
$6K ﹤0.01%
1,240
+40
1685
$6K ﹤0.01%
397
+45
1686
$6K ﹤0.01%
364
+23
1687
$6K ﹤0.01%
431
+271
1688
$6K ﹤0.01%
3,608
+92
1689
$6K ﹤0.01%
471
-1,687
1690
$6K ﹤0.01%
115
-1
1691
$6K ﹤0.01%
180
-797
1692
$6K ﹤0.01%
188
-458
1693
$6K ﹤0.01%
142
+113
1694
$6K ﹤0.01%
49
+19
1695
$6K ﹤0.01%
486
-1,131
1696
$6K ﹤0.01%
209
-432
1697
$6K ﹤0.01%
131
1698
$6K ﹤0.01%
180
+25
1699
$6K ﹤0.01%
88
1700
$6K ﹤0.01%
201
-24
66 67
68
69 70